See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,281 | $110,261-70.7% | $95,745-66.3% | $139,434-76.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 25.33% | 27.11%-1.8pp | 28.35%-3.0pp | 372.94%-347.6pp |
| Employer contribution / active EE | $4,734 | $3,257+45.3% | $2,835+67.0% | $4,751-0.4% |
| Participant deferral / active EE | $8,397 | $4,676+79.6% | $4,245+97.8% | $6,710+25.1% |
| Admin fee / account holder | $515 | $6,613-92.2% | $5,678-90.9% | $11,403-95.5% |